"If they can break into mobile and then just keep making non-trivial progress year-after-year, then I will be happy. I'm just waiting for that initial break-in."
[I see - you regard 40 million tablets as not meeting your "initial break-in" standard. Nor do you apparently regard any of the quite successful tablet releases to date as progress.
ARM just got its third downgrade in a short period of time. Apparently there are a number of people who do regard Intel's progress in mobility as significant.]